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Apr 22, 2013
04/13
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and really the people of johnson & johnson. so if you remember, when we spoke a year ago, we talked about a couple priorities that we had in place. one was making sure that we got our over-the-counter brands back on the market. relaunched in the right way. we've made a lot of progress. in just this last quarter wu saw about 14% growth in over the counter grands. we're starting to get products like tylenol, children's cough and cold back on the market. we've seen strong performance. we expect that by the end of the year we'll probably have about 75% of them back on the market. very impressively, too, is our pharmaceutical sector. almost by any measure if you look at new products launched, we've had a tremendous success story. products like prostate cancer. thrombosis. products for hepatitis c, hiv. very impressively, not only have we been able to launch products successfully but new products we have coming out like for b cell lymphoma have been designated as breakthrough by the fda. >> i want to talk more about the pharma busine
and really the people of johnson & johnson. so if you remember, when we spoke a year ago, we talked about a couple priorities that we had in place. one was making sure that we got our over-the-counter brands back on the market. relaunched in the right way. we've made a lot of progress. in just this last quarter wu saw about 14% growth in over the counter grands. we're starting to get products like tylenol, children's cough and cold back on the market. we've seen strong performance. we...
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Apr 24, 2013
04/13
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and watch out johnson and johnson. what could be the next big company in men's high general? we're back right after this. >> welcome back to fast money. we are live at the nasdaq market. more than 35,000 people in the united states are living with huntington's disease and an estimated 75,000 carry the gene. there is currently no cure for huntington's disease and focuses on treating symptoms which do worsen over time. doctor stanley is chairman and ceo at isis pharmaceuticals. thanks for joining us. >> talk to us in layman's terms, the technology. >> it's now a new platform for drug discovery. >> so at what stage would someone take this drug after they have exhibited symptoms? >> this is a drug that is still being researched. the first place it would be used is patients with symptoms. you would not want to use it for people who did not have symptoms. over time, the goal would be to have the drug used earlier because if you have the gene, you're going to get the disease. and obviously the deterioration in the brain starts long before you begin to see the signs and symptoms of t
and watch out johnson and johnson. what could be the next big company in men's high general? we're back right after this. >> welcome back to fast money. we are live at the nasdaq market. more than 35,000 people in the united states are living with huntington's disease and an estimated 75,000 carry the gene. there is currently no cure for huntington's disease and focuses on treating symptoms which do worsen over time. doctor stanley is chairman and ceo at isis pharmaceuticals. thanks for...
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Apr 10, 2013
04/13
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>> i've commented that a lot of steady stocks seemed stressed, but johnson & johnson doesn't. i think it's still a safe bet if. if you're nervous, put on a 75, 85 collar to protect your game. >> this is for karen. thoughts on kors. >> just too high. for me, it's macy's. >> grasso, looking to start a position in google. at what level would it be a good entry point? >> i'm trying to do the same thing. it traded down to 770. i'd rather buy it on momentum above 795 or wait till after the bank's report because that will be the test on the market. >> it was interesting to hear them outline google as sort of eating away at that space in terms of having a lock on chrome as well as android. people that are buying laptops are buying the chromebook. everyone wants a tablet, everyone wants a smart phone. but if you're buying a laptop, you're buying the chromebook, it's light and the price point works dramatically better. they're going to own that market, don't sell googem short just yet. >> trading lower on the back of the idcpc data. so look at names like microsoft and intel. those are n
>> i've commented that a lot of steady stocks seemed stressed, but johnson & johnson doesn't. i think it's still a safe bet if. if you're nervous, put on a 75, 85 collar to protect your game. >> this is for karen. thoughts on kors. >> just too high. for me, it's macy's. >> grasso, looking to start a position in google. at what level would it be a good entry point? >> i'm trying to do the same thing. it traded down to 770. i'd rather buy it on momentum above 795...
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Apr 9, 2013
04/13
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it just takes time. >> seems time ran out for jcpenney ceo ron johnson. is the clock now ticking for the company's board? that's next. >> also, the banks have been leading this historic rally, as you know, but jeff cox says the banks could be heading for rough times and what could that do to the overall market? we'll talk about it, coming up on the "closing bell." tdd#: 1-800-345-2550 when i'm trading, i'm totally focused. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab mobile, tdd#: 1-800-345-2550 i can focus on trading anyplace, anytime. tdd#: 1-800-345-2550 until i choose to focus on something else. tdd#: 1-800-345-2550 all this with no trade minimums. tdd#: 1-800-345-2550 and only $8.95 a trade. tdd#: 1-800-345-2550 open an account with a $50,000 deposit, tdd#: 1-800-345-2550 and get 6 months co
it just takes time. >> seems time ran out for jcpenney ceo ron johnson. is the clock now ticking for the company's board? that's next. >> also, the banks have been leading this historic rally, as you know, but jeff cox says the banks could be heading for rough times and what could that do to the overall market? we'll talk about it, coming up on the "closing bell." tdd#: 1-800-345-2550 when i'm trading, i'm totally focused. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the...
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Apr 9, 2013
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johnson lost? >> oh, simon shareholders are certainly not the only ones pays the price, while shares have lost 51% during johnson's 17 months at ceo, it's cost him dearly as well. with the help of executive compensation data firm, during his time at j.c. penney, the total take hoff cash, 2.1 million, the total other comp nearly 402,000, total value, he holds outright, about 14.2 million, making his total take-home pay in 2011 and 2012, 16.7 million, but simon, then there's the 50 million in warrants that johnson bought, with a strike price of 29.92, that cannot be exercised until 2017. currently very out of the money, so assuming that no value is realized on those warrants, johnson effectively lost 33.3 million in his time as ceo. we do know that the interim ceo, mr. mike ullman will be making $1 million as his base pay. tyler, back to you. >> court, thank you very much. what does the returns ceo, mr. ullman, the million dollar a year man have to do in the next 100 days to fix j.c. penney? the time
johnson lost? >> oh, simon shareholders are certainly not the only ones pays the price, while shares have lost 51% during johnson's 17 months at ceo, it's cost him dearly as well. with the help of executive compensation data firm, during his time at j.c. penney, the total take hoff cash, 2.1 million, the total other comp nearly 402,000, total value, he holds outright, about 14.2 million, making his total take-home pay in 2011 and 2012, 16.7 million, but simon, then there's the 50 million...
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Apr 9, 2013
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so last night we talked about johnson & johnson. it's a classic break-up play where forgot management could create a ton of value with the stroke of a pen. and tonight i want to tell you by my favorite big phrma catch-up play. and i don't mean ketchup like this kind, although are you ready skedaddy is the brand, better than buffett ketchup. the one that i like is -- that's a mythical drum roll in my head. merck! merck! and another stock i like so much, my charitable trust, follow along at action alerts plus.com. the other big phrma stocks have roared, okay? the reason i call this catch-up play, pfizer is up nearly 22%. bristol-myers up 30%. eli lilly up almost 23%. but merck has lagged. it's advanced far less. 6% over the same period. now, look, it deserves it. there has been a series of stumbles and negative headlines that is just as long as my arm. average trade of 14 times earnings. many of them have much of higher price to earning multiples than merck and even the lilies and the pfizers. granted, there are reasons why merck, one
so last night we talked about johnson & johnson. it's a classic break-up play where forgot management could create a ton of value with the stroke of a pen. and tonight i want to tell you by my favorite big phrma catch-up play. and i don't mean ketchup like this kind, although are you ready skedaddy is the brand, better than buffett ketchup. the one that i like is -- that's a mythical drum roll in my head. merck! merck! and another stock i like so much, my charitable trust, follow along at...
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Apr 8, 2013
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johnson & johnson struggling some today. analysts at jpmorgan not as excited. downgrade that stock to neutral. shares now look expensive. the company faces messy first quarter results according to the analysts. in contrast, lulu lemon enjoyed a pop. thornburg investment management, a mutual fund manager, reports a 10% stake. lulu lemon hit hard this year after pulling some yoga pants because they were too transparent. we'll end here on google giving up some ground today. stock broke below its 50-day moving average on friday. senior technical strategist at schafers tells me he's watching the 767 level. saying we violate that we could see more weakness near term. bill, back to you. >> i'm all confused on that lulu lemon thing. i thought transparency was a good thing these days. >> you're a guy, remember? >> that would be correct. may it ever be so. >>> what's the one thing that could ruin earnings season, you ask? mandy, do you know? after the break, we're going to find out what this hidden risk is and which companies are in the danger zone on that. >> my lips ar
johnson & johnson struggling some today. analysts at jpmorgan not as excited. downgrade that stock to neutral. shares now look expensive. the company faces messy first quarter results according to the analysts. in contrast, lulu lemon enjoyed a pop. thornburg investment management, a mutual fund manager, reports a 10% stake. lulu lemon hit hard this year after pulling some yoga pants because they were too transparent. we'll end here on google giving up some ground today. stock broke below...
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Apr 9, 2013
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. ♪ >>> jcpenney shares falling today that ron johnson was ousted. wise, naturally, i'll go to you on this. the shares are looking at the lowest close in some 12 years. >> do we have that tape of me saying when he resigned the stock would go down? can we play that for a second? >> are you going to buy the shares today? >> i'm short. i think it goes to five. the scuttlebutt is they went to others and say, would you take the ceo role and they couldn't get a take her? so mike who was a great ceo -- >> i'm sure they are still shopping around. does anybody expect this guy to stick around for five, ten years? >> no, but who's going to take it? they have no balance sheet left. their stores are just a mess, you have confused the customer. it's not like the customer even knows who the ceo is. they are very limited to what they can do. i think they are in a terminal downdraft. i'm short the stock, it goes to five, there's no hope here. >> their case is easy to make, is there a bookcase? >> i was long in the stock and then i was long in the calls on the stock,
. ♪ >>> jcpenney shares falling today that ron johnson was ousted. wise, naturally, i'll go to you on this. the shares are looking at the lowest close in some 12 years. >> do we have that tape of me saying when he resigned the stock would go down? can we play that for a second? >> are you going to buy the shares today? >> i'm short. i think it goes to five. the scuttlebutt is they went to others and say, would you take the ceo role and they couldn't get a take her?...
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Apr 9, 2013
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that correlates with, with johnson leaving. johnson left. steve jobs died right around the same time. those two things happened right around the same time. a lot of problems that happened at apple, we can trace back to jobs. bringing back ron johnson isn't going to solve anything. >> you know the apple story is as good as anyone. the destruction in shareholder value over the past year or so. where does retail fit in the fires that they have to essentially put out right now? >>. >> i don't think there's anything wrong with retail right now. i think it's running on auto pilot right now. which says to me they're just running the show the way jobs would want to. i mean, sales per square foolt and everything else. it's fantastic. i don't think there's a problem there. there's problems in other parts o it have business, primarily. can apple innovate and do another big problem like ipad or iphone or ipod. none of this has anything to do with ron johnson, no matter how much the media wants the to push that story. >> yeah, it's going be interesting t
that correlates with, with johnson leaving. johnson left. steve jobs died right around the same time. those two things happened right around the same time. a lot of problems that happened at apple, we can trace back to jobs. bringing back ron johnson isn't going to solve anything. >> you know the apple story is as good as anyone. the destruction in shareholder value over the past year or so. where does retail fit in the fires that they have to essentially put out right now? >>....
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Apr 8, 2013
04/13
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johnson & johnson getting a downgrade to neutral at jpmorgan. it's been one this year's biggest winners during the rally. simon, stock is down today about 1 2/3%. one year, up 24%. >> i was just saying to josh, these are the kind of calls we like. it's a complete valuation call on this stock. staying 16% higher of premium you're pay for other big parm pharmas. that name has already played. paying 3%. these are the type to names. buy it all day. >> you're say for get the downgrade. i think stephanie, if i'm wrong, maybe i think cramer this morning was saying he didn't agree at all with this downgrade. >> we started buying the stock a couple weeks ago and just like the portfolio. it's a good quality company that you get on sale. that's when you buy. >> 24% year to date. chesapeake, company reportedly not looking to sell its stake in the fracking company cts international. what do you make of that? stock is down? >> j and j, isn't that a house hold name that has a high yield? >> it is. >> you guys do agree with me. chesapeake energy, sorry. chesape
johnson & johnson getting a downgrade to neutral at jpmorgan. it's been one this year's biggest winners during the rally. simon, stock is down today about 1 2/3%. one year, up 24%. >> i was just saying to josh, these are the kind of calls we like. it's a complete valuation call on this stock. staying 16% higher of premium you're pay for other big parm pharmas. that name has already played. paying 3%. these are the type to names. buy it all day. >> you're say for get the...
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Apr 9, 2013
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johnson. of course, it was ticking. i wasn't that big a fan of johnson's. that's why that wall of shame exists. it's troubling, becky, because a lot of people work there. there's a lot of dispute about whether mike goldman coming back whether that's good or bad, but remember, this is a company that needs to be able to calm the creditors. and david, isn't everything now and christmas, it's about having those credit lines? it's a very important component of being a retailer, no doubt about it and confidence erodes then you have real problems and just tries to stabilize. stabilize. stabilize. >> i know howard schultz, adamant, and mike on the board of starbucks. it's the right call. the turmoil has to stop. the people commuting to plano has to stop. they need to be able to rally the troops and it's late. >> i know. >> that is so cute. the ceo can't commute on a plane. i mean, come on. last time i was on you made a great call on apple and i said it's getting low 500s and it's getting cheap, jim. you have to look at the shareholder base. you have been dead right
johnson. of course, it was ticking. i wasn't that big a fan of johnson's. that's why that wall of shame exists. it's troubling, becky, because a lot of people work there. there's a lot of dispute about whether mike goldman coming back whether that's good or bad, but remember, this is a company that needs to be able to calm the creditors. and david, isn't everything now and christmas, it's about having those credit lines? it's a very important component of being a retailer, no doubt about it and...
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Apr 3, 2013
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it is pivotal for ron johnson here. this has to work for him. this represents about 12% of the business, home used to represent about 20% of the business years back. so there's a huge opportunity here. and they're bringing in brands like michael grays, like jonathan adler, but martha stewart, that's a big question mark. there's an opportunity, but the question is, they've got to get the traffic back to let the people know that the home is transformed and the traffic's down 17%. >> now, the problem is they have to get the traffic back in every single category, not just home goods. and for home goods, that's where the lunch has absolutely been eaten. if you take a look at home goods the t.j. max brand, their sales were up 18% last year. does look like they're losing share to some of these other competitors. william-sonoma came out with numbers there. >> absolutely. and if you look at the home business, it was up 8%, 10% last year. you're seeing killer numbers from all the retailers that you just mentioned. the there's no excuse here. they've got t
it is pivotal for ron johnson here. this has to work for him. this represents about 12% of the business, home used to represent about 20% of the business years back. so there's a huge opportunity here. and they're bringing in brands like michael grays, like jonathan adler, but martha stewart, that's a big question mark. there's an opportunity, but the question is, they've got to get the traffic back to let the people know that the home is transformed and the traffic's down 17%. >> now,...
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Apr 9, 2013
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johnson came to penny's from apple. he pie your neared the cheep chic target in the 1990s. johnson brought in new collections of brands for the likes of joe fresh and martha stewart. but penny's mostly priced sensitive and deals obsessed shoppers didn't buy into his strategy lead to go a 25% drop in sales last yeek. bill ackman, the activist investor was key ago bringing johnson in as ceo, but even he may have been frustrated telling reporters the company's execution was close to a disaster. in an interview with reuters, ullman says his first tet would be to take a close look at j k jcpenney's books before deciding whether to keep the current strategies and team. mike ullman is leading the company right now, but not for the long-term according to some. since johnon took over in november 2011, jcpenney shares have dropped 52%. it didn't farewell during ullman's first go-around following ullman's first extent in 2004-2011. >> jp penny will be in focus today. >>> still to come, alcoa in focus after its earnings results. profits looking pretty good. revenues looking weaker. we'
johnson came to penny's from apple. he pie your neared the cheep chic target in the 1990s. johnson brought in new collections of brands for the likes of joe fresh and martha stewart. but penny's mostly priced sensitive and deals obsessed shoppers didn't buy into his strategy lead to go a 25% drop in sales last yeek. bill ackman, the activist investor was key ago bringing johnson in as ceo, but even he may have been frustrated telling reporters the company's execution was close to a disaster. in...
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Apr 11, 2013
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thanks norfolk using on the senate, ron johnson. thank you. >> when we come back, our guest host reveals his next big investment idea and what he's learned creating a successful business portfolio. >>> coming up, a special interview you can't afford to miss. jobs, economy and the future of best buy. brad anderson, former ceo. we went out and asked people a simple question: how old is the oldest person you've known? we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but even though we're living longer, one thing that hasn't changed: the official retirement age. ♪ the question is how do you make sure you have the money you need to enjoy all of these years. ♪ arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. but i wondered what a customer thought? describe the first ti
thanks norfolk using on the senate, ron johnson. thank you. >> when we come back, our guest host reveals his next big investment idea and what he's learned creating a successful business portfolio. >>> coming up, a special interview you can't afford to miss. jobs, economy and the future of best buy. brad anderson, former ceo. we went out and asked people a simple question: how old is the oldest person you've known? we gave people a sticker and had them show us. we learned a lot...
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Apr 2, 2013
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obviously a big pay cut in terms of his pay package for ron johnson. $1.9 million in 2012 versus 53.3. is this one you can invest in? can you see the forest for the trees in the jcpenney tunnel? >> one of this things you want to see is him gone. >> or take a dollar. you earned $53 million the year before. >> steve jobs said to him point-blank right out of the box, why you doing this? at the end of the day, impression is as impression does. his job security is in trouble, and now his compensation is evidently in trouble. >> the problem you have with jcpenney, even if everything worked, the stores worked, everything is fantastic, it might be too late for the company. >> if he said i'm going to take a dollar in pay, would you feel a little bit better about the story? >> no. it sounds like a dollar more than he thinks he zirvegs a dollar not well spent. all right. coming up next on "fast," how to play like the big boys. look at where the world's top activist investors may be taking stakes, next. and why it may be the end of an era for gold. back right after this. we went out and asked peo
obviously a big pay cut in terms of his pay package for ron johnson. $1.9 million in 2012 versus 53.3. is this one you can invest in? can you see the forest for the trees in the jcpenney tunnel? >> one of this things you want to see is him gone. >> or take a dollar. you earned $53 million the year before. >> steve jobs said to him point-blank right out of the box, why you doing this? at the end of the day, impression is as impression does. his job security is in trouble, and...
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Apr 3, 2013
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johnson lives in california, though, jc penney is headquartered in texas, and the proxy shows johnson used $344,213 in personal use of the corporate aircraft. jc penney had no comment beyond what is in the proxy. however, with help, you can see johnson's $344,000 is not only usual for jc penney's ceo, in fact, it's below the amount that mike ullman used five of the seven years of his tenure as jc penney's ceo. its sales weren't nearly as troublesome as they've been under johnson. ullman, too, lived in colorado and commuted back and forth. >> i don't know why we're talking about $300,000 when you've got $54 million in stock. >> in 2011. and that was to compensate for the money that would've vested from his apple stock. but additionally -- >> it was in stock. >> it was in stock. >> and additionally -- >> oh, it's still worth -- >> johnson put in $50 million of his own money. this is interesting, through stock warrants, so $7.25 million in shares of warrants wort about $50 million. price $30, were like $14 and change right now. he could lose all $50 million of that. he did puz his mont h
johnson lives in california, though, jc penney is headquartered in texas, and the proxy shows johnson used $344,213 in personal use of the corporate aircraft. jc penney had no comment beyond what is in the proxy. however, with help, you can see johnson's $344,000 is not only usual for jc penney's ceo, in fact, it's below the amount that mike ullman used five of the seven years of his tenure as jc penney's ceo. its sales weren't nearly as troublesome as they've been under johnson. ullman, too,...
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Apr 24, 2013
04/13
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johnson & johnson pays a dividend. it doesn't have to be a utility stock. it can be in various sectors. i think if you buy just energy and utilities, you've got all kinds of problems because of what's happening with commodity prices. but you buy dividend assets across a variety of sectors. i think that's the kind of growth that -- you can get growth out of those names, even if they're more defensive. >> every time i bring up the dividend that apple pays to people, they say, why are they using $100 billion plus on the balance sheet to pay dividends and buy back stock, and not coming up with the latest and greatest new innovation. just saying, you know what i mean? that's something that people constantly bring up. >> we've got to run, guys, thank you so much, and gal. we'll see you soon, jeannie, michael, and nathan, thank you so much. >>> we've got earnings alert right now on zynga. let's get to julia boorstin, the online social gamemaker's results. over to you, julia. >> adjusted earnings per share coming in at one penny. wall street analysts had been expec
johnson & johnson pays a dividend. it doesn't have to be a utility stock. it can be in various sectors. i think if you buy just energy and utilities, you've got all kinds of problems because of what's happening with commodity prices. but you buy dividend assets across a variety of sectors. i think that's the kind of growth that -- you can get growth out of those names, even if they're more defensive. >> every time i bring up the dividend that apple pays to people, they say, why are...
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Apr 1, 2013
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johnson & johnson, up 18% since its selection. this company, which my charitable trust proudly owns, is still being cleaned up by its powerful ceo alex gorsky. so far all the big pharmas which have gone out of the way to create value, whether it's brittle myer or pfizer or schering-plough which sold itself to merck after cramer fav ceo and now author fred hassen decided there's no more value left to create. it's time for j&j to follow in the footsteps and split into the fast growing pharma business, the cash flow machine which is consumer products and the troubled but profitable medical device business. meanwhile, the company's still got that 3% yield, attractive alternative to bonds especially when you factor in the favorable tax for dividends and the aaa balance sheet. reliant tech, atk, the defense company, would be up at all considering the sequester, i would have been shocked. yes. like wichita. schocker. 16% gain. it's posted. it's completely remarkable. if you're a defense contractor, you can pick this stock up for a song.
johnson & johnson, up 18% since its selection. this company, which my charitable trust proudly owns, is still being cleaned up by its powerful ceo alex gorsky. so far all the big pharmas which have gone out of the way to create value, whether it's brittle myer or pfizer or schering-plough which sold itself to merck after cramer fav ceo and now author fred hassen decided there's no more value left to create. it's time for j&j to follow in the footsteps and split into the fast growing...
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Apr 16, 2013
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we are also watching johnson and johnson. we are talking about this on the earnings squad, like yesterday, hitting a 52-week high. remember they had a series of recalls. they are showing some progress when it comes to otc, the over-the-counterpart of the business, including tylenol, the leader. it was up 14% in the united states. phrma sales were up 10%. we mentioned watch this. zarelta did beat the consensus in farms of gains there. we did see strong pharma sales. these are stocks that have run massively ahead of the earnings, and the question is do investors continue to pay up for this in terms of sequestration. maybe this is a continued safety play here. >> i want to point out with the otc, that ultimately affects a company like parigo. >> if you want to join the conversation, tweet us at #earningssquad. we'll be back during "street signs" with updates. much more reaction on the street, plus cold and rainy spring weather hurting one of the biggest retailers. find out which company just cut its forecast. back right after th
we are also watching johnson and johnson. we are talking about this on the earnings squad, like yesterday, hitting a 52-week high. remember they had a series of recalls. they are showing some progress when it comes to otc, the over-the-counterpart of the business, including tylenol, the leader. it was up 14% in the united states. phrma sales were up 10%. we mentioned watch this. zarelta did beat the consensus in farms of gains there. we did see strong pharma sales. these are stocks that have...
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Apr 16, 2013
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johnson & johnson. four cents above consensus. one other note about dell entering into the agreement with carl icahn. i have read through and also talked about somebody who seeps to understand what's going on. it limits carl icahn's ability to buy 10% of the company. however, they have given him a waiver so he can talk to other shareholders. the goal here is that he could work with blackstone or southeastern or somebody else. section 203 designed to impede in adequate tender and exchange offers and provides stakeholders from acquiring shares of corporation not be able to engage in certain business accommodations. their hope of course is it prevents him from making a hostile bid or having too much influence if you will, but at the same time being able to talk to others. >> could they participate in a household bid. >> he can't own more than 10% of the company. i'm not sure that would present it. >> more on the investigation into yesterday's bombings in boston. joining us is the national counterterrrorism former director. michael, w
johnson & johnson. four cents above consensus. one other note about dell entering into the agreement with carl icahn. i have read through and also talked about somebody who seeps to understand what's going on. it limits carl icahn's ability to buy 10% of the company. however, they have given him a waiver so he can talk to other shareholders. the goal here is that he could work with blackstone or southeastern or somebody else. section 203 designed to impede in adequate tender and exchange...
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Apr 25, 2013
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johnson & johnson and chevron all announced it. and the important thing is a lot of companies or a 130 companies have announced dividend increases. that's more than usual. a lot of them are trying to figure out how to offset weaker revenues. back to you. >> people still talk about the tax rate in some cases. looking favorable. maybe things get a little more clear by earnings season. frustrated travelers are facing mounting delays because of the faa furloughs. here's what jay carney told reporters earlier this week. >> this is a result of sequester that was never meant to be logged in these furloughs. that's the unfortunate fact of arbitrary across the board cuts like this. zbr the question is, can we find alternatives to this mounting frustration. congressman bill shuster is chairman of the infrastructure committee. he joins us this morning from d.c. congressman, good morning to you. >> good morning. thank you for having me. >> we all hope this is going to be over soon. i'm sure you do, too. will it be over soon? what do you think?
johnson & johnson and chevron all announced it. and the important thing is a lot of companies or a 130 companies have announced dividend increases. that's more than usual. a lot of them are trying to figure out how to offset weaker revenues. back to you. >> people still talk about the tax rate in some cases. looking favorable. maybe things get a little more clear by earnings season. frustrated travelers are facing mounting delays because of the faa furloughs. here's what jay carney...
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Apr 26, 2013
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unfortunately, ron johnson tried to do too much in too short a time period. >> this is a classic, specific stock company story. >> right. >> we're not really talking about the overall environment and the consumer part of this. this is a specific misstep. >> this is what they call alpha, one way or the other. >> thanks, darrell. >> kate, thanks. >> heading towards the close, 30 minutes left in the trading session here, up 29 points. finishing off a positive week for the dow, but it's the only positive indicator right now. the s&p and nasdaq still lower. >> and up next, there are some very big companies that just refuse to pay dividends and they may be should be paying dividends given their cash balance. >>> and also, the burger battles will heating up again. burger king's earnings more doubled in the first quarter. find out if bk can dethrone mcdonald's as the king of the burger stock world. that when we come back on "closing bell." in today's markets, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look
unfortunately, ron johnson tried to do too much in too short a time period. >> this is a classic, specific stock company story. >> right. >> we're not really talking about the overall environment and the consumer part of this. this is a specific misstep. >> this is what they call alpha, one way or the other. >> thanks, darrell. >> kate, thanks. >> heading towards the close, 30 minutes left in the trading session here, up 29 points. finishing off a...
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Apr 2, 2013
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. >> this looks like details on ron johnson's salary. according to an scc filing, ron johnson received just $1.9 million as compensation in 2012. this compares to $53.3 million in 2011. $52 million of that was in stock. no named executives at jcpenney received a bonus in 2012 either according to the filing. maria? >> court, thank you so much. let's get to phil lebeau for the breaking news we've been waiting for on tesla. >> this is official. tesla is starting a lease to own program. and essentially it works like this. u.s. bank and wells fargo will put down a 10% deposit or fund a 10% deposit on a model s. and then that would bring the monthly payment to under $500 for those who are part of the program. after three years, tesla says if you don't like the vehicle or you want to move out of the vehicle, you can then resale it. and they're guaranteeing that the resale value, maria, will be at least the same as a mercedes model s. so that's the program that tesla is announcing. it will be interesting to see, maria, how much this improves sal
. >> this looks like details on ron johnson's salary. according to an scc filing, ron johnson received just $1.9 million as compensation in 2012. this compares to $53.3 million in 2011. $52 million of that was in stock. no named executives at jcpenney received a bonus in 2012 either according to the filing. maria? >> court, thank you so much. let's get to phil lebeau for the breaking news we've been waiting for on tesla. >> this is official. tesla is starting a lease to own...
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Apr 3, 2013
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johnson still lives in california, but jc penney is headquartered in texas and johnson showed $are 344,000 in the corporate use of the aircraft. he had no comment beyond what was in the proxy. you can see the johnson's $344,000 corporate jet usage is pretty usual for jc penney's use and it's below the amount that the ceo might owe the news as jc penney's ceo at his home in colorado. while jc penney and his sales weren't as troublesome as they've been under johnson and that's why that jet use has been a point of contention at least for some. david? >> thanks very much, courtney reagan. they are in early trading dropping offer the isn number this after the dow and s&p, she's the portfolio manager for the client private group. >> we were talking about the coming earnings season and he seemed to be worried as props others have come down. how important is this going to be in fors of your view of the market and how to sustain this rally? >> i think it's important and a lot of expectations have come down. we're looking at very flat earnings growth and not much in terms of revenue growth and margi
johnson still lives in california, but jc penney is headquartered in texas and johnson showed $are 344,000 in the corporate use of the aircraft. he had no comment beyond what was in the proxy. you can see the johnson's $344,000 corporate jet usage is pretty usual for jc penney's use and it's below the amount that the ceo might owe the news as jc penney's ceo at his home in colorado. while jc penney and his sales weren't as troublesome as they've been under johnson and that's why that jet use...
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Apr 17, 2013
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it was notable when boris johnson turned up, the current mayor of london. he got a cheer and some suggest that boris is in a way an heir to margaret thatcher and that he is someone who speaks his mind in the way that she did as well and maybe some of the original thatcher supporters -- not all but some echoes perhaps in boris johnson. that was an interesting aside as well as we now see the coffin being taken into before being transferred to the gun carriage. >> thank you so much. ross outside of our studios at st. paul's. speaking of the continuing influence that thatcher has had, argentina's ambassador to london declined her invitation to attend the funeral. seen as a mark of continuing sensitivity over that island dispute. turning our attention to one of the biggest stories in the market for the last couple of days of course that has been the large sell-off in gold. let's get an update as to where gold prices are trading today. rebounding by three-quarters of 1%. down double digits. what is driving the sell-off? brian reynolds might have an idea. certainl
it was notable when boris johnson turned up, the current mayor of london. he got a cheer and some suggest that boris is in a way an heir to margaret thatcher and that he is someone who speaks his mind in the way that she did as well and maybe some of the original thatcher supporters -- not all but some echoes perhaps in boris johnson. that was an interesting aside as well as we now see the coffin being taken into before being transferred to the gun carriage. >> thank you so much. ross...
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Apr 19, 2013
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joining us on the phone is larry johnson from berg associates. he served in the cia in the office of counterterrorism at the u.s. department. talk about the possibility of a chechen connection. does that ring true to you and, if so, give me your thoughts on how the united states should pursue that connection to the point that jeff cutmore brought up with the connection to the russians? >> i don't think it's even suspected. i think it is clear that there's a chechen connection. do you mean that the separatist groups and activists there, i would say no. i would say the exact opposite of that. i suspect these two are more along the lines of a major nidal hasan who carried out the attacks through the internet and it's clear with the older brother, tamerlan traveling to russia, i suspect it was he went down into his -- where he has relatives and received training. he was gone for six months last year. we saw that bombing on monday, i would call it tactically sophisticated, strategically stupid. what i mean by that, it shows that they had done proper r
joining us on the phone is larry johnson from berg associates. he served in the cia in the office of counterterrorism at the u.s. department. talk about the possibility of a chechen connection. does that ring true to you and, if so, give me your thoughts on how the united states should pursue that connection to the point that jeff cutmore brought up with the connection to the russians? >> i don't think it's even suspected. i think it is clear that there's a chechen connection. do you mean...
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Apr 23, 2013
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united technologies, johnson controls all lowering their numbers. they didn't. so all of these companies here reported today. all of them beat on the bottom line, they were light on the top line. that is a continuing problem. but most importantly, they beat on the bottom line. don't worry about the declines. united tech was at a historic high. they were a little cautious on the second quarter, but a little bit of relief. this is one of the reasons the market is holding up so well. let me summarize the good news on the big industrial names reported here. unchanged. moeb drop the 2013 numbers. big sigh of relief. revenues continue to be light. now there's pressure on them. they have to make sure they do well on the back half of the year. that's the problem for them right now. let's talk about other things moving here. airlines. how about what is going on with the airlines? look how well the numbers are doing. delta had an absolutely great quarter. delta said the magic words. we are well positioned for improvements and profitability. it doesn't get better than that
united technologies, johnson controls all lowering their numbers. they didn't. so all of these companies here reported today. all of them beat on the bottom line, they were light on the top line. that is a continuing problem. but most importantly, they beat on the bottom line. don't worry about the declines. united tech was at a historic high. they were a little cautious on the second quarter, but a little bit of relief. this is one of the reasons the market is holding up so well. let me...
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Apr 4, 2013
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it's been a rough road for jcpenney zins rod johnson took over. they are hoping diamonds and pearls can change all of that. one of the designers for the new jewelry line will join us after the break. plus the bell is about to sound across europe. we'll talk about what their close may mean for us this afternoon. back in a second. >>> about 40 seconds until we close europe here. shares falling sharply in the afternoon trade after those comments from mario draghi, curbing investor sentiment. the uk market falling the most today. the ecb keeping the benchmark interest rate unchanged. draghi telling a press conference the ecb cannot replace the lack of capital in europe's banking system and cannot compensate for action by governments. also the monetary policy will remain acome accommodating. a central bank saying the company will extend capital controls for one more week. they're calling the country's near term outlook very unfavorable. so we will get the european markets. >> the european markets are closing now. >> and we will bring in -- not bob pisa
it's been a rough road for jcpenney zins rod johnson took over. they are hoping diamonds and pearls can change all of that. one of the designers for the new jewelry line will join us after the break. plus the bell is about to sound across europe. we'll talk about what their close may mean for us this afternoon. back in a second. >>> about 40 seconds until we close europe here. shares falling sharply in the afternoon trade after those comments from mario draghi, curbing investor...
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Apr 12, 2013
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his name is ron johnson. testifies considered a visionary at apple. he's looking for a gig probably. would you hire him? >> ron is too expensive for me. >> good friday morning. we're live here at post 9 of the new york stock exchange on a very interesting day for the markets. retail sales disappointing today. interesting moves across a number of asset classes that are negative. not just the stock market after a very good run through the first quarter. let's put it in context. you have oil down. you have gold down. you have copper down today. we'll come back to all of those. there you go. thank you very much. look at that move on gold. there's some speculation. it's been around for a while that greece may sell a big bond. cyprus may sell part of the gold in reserve in order to meet the deficits. we'll come back and talk about that in a moment. but oil just pushed it above $90 as you can see, as we stand at the moment. more on that and the possibility of deflationary forces. blackberry back in the green as the company gets a regulatory review claiming t
his name is ron johnson. testifies considered a visionary at apple. he's looking for a gig probably. would you hire him? >> ron is too expensive for me. >> good friday morning. we're live here at post 9 of the new york stock exchange on a very interesting day for the markets. retail sales disappointing today. interesting moves across a number of asset classes that are negative. not just the stock market after a very good run through the first quarter. let's put it in context. you...
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Apr 23, 2013
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no guidance, lowering from companies like johnson controls, i will fois tool, ingersoll rand. you have industrials participating. are you a believer or not? >> it's a glass half full market for sure. it will continue that way. the negative side isn't being focused on. let's not forget g.e. in the core businesses were down mid double digits in the teens. look at packard, they missed. arch cole missed. there is plenty to go around. the german economic numbers showing recession. china pulling back. that's not where it is. where it is now is people believe that dragee will come out and ease as opposed to to the balance heat h rinking and that will cure everything. it may. you have to go with it but be extremely careful about the sector you're in. i like financials. with spanish and italian yields coming down, spanish banks shorted, i think financials will continue. you've got to be in defensive stocks, not commodities or in the deep cyclicals this my view. >> anthony, we mentioned the great view on the hedge fund community, how the big money is thinking about the market. how do yo
no guidance, lowering from companies like johnson controls, i will fois tool, ingersoll rand. you have industrials participating. are you a believer or not? >> it's a glass half full market for sure. it will continue that way. the negative side isn't being focused on. let's not forget g.e. in the core businesses were down mid double digits in the teens. look at packard, they missed. arch cole missed. there is plenty to go around. the german economic numbers showing recession. china...
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Apr 25, 2013
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johnson & johnson. it's been around 100 plus years. why not? it makes sense. i don't think you need to be a rocket scientist. because the outlooks are terrible. four or five negative to one positive. and every day you're seeing it. companies are bringing down expectations. you would think that, you know -- any time -- at some point we're going to pull back. but that hasn't happened. >> tell us when the bull back is going to happen. that would be something. >> thank you. >> when we come back, a special edition of armchair analyst. our little squawkers will tell us whether exxon mobil will meet, beat or miss expectations. and why. we have the futures ahead of that report. right now they are indicated higher despite, again, what we heard from 3m. we'll be right back. [ tires screech ] [ beeping ] ♪ [ male announcer ] we don't just certify our pre-owned vehicles. we inspect, analyze and recondition each one, until it's nothing short of a genuine certified pre-owned... mercedes-benz for the next new owner. ♪ hurry in to your authorized mercedes-benz dealer for
johnson & johnson. it's been around 100 plus years. why not? it makes sense. i don't think you need to be a rocket scientist. because the outlooks are terrible. four or five negative to one positive. and every day you're seeing it. companies are bringing down expectations. you would think that, you know -- any time -- at some point we're going to pull back. but that hasn't happened. >> tell us when the bull back is going to happen. that would be something. >> thank you. >>...
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Apr 18, 2013
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i wonder if ron johnson wants a job. let's take a look at ibm. big dow component and has been facing more and more competition in its space lately. analyst estimates call for $3.05 here. that is for eps. that is up about nearly 10% from a year ago. revenue expected to come in around $24.7 billion. a little change from last year. this has, however, beat every quarter for the past four quarters. as for the stock, well, it hasn't been that different from the broader market. rising, as we can see, year-to-date, 8.5% year-to-date. so, you know, as i say, not that different from what the broader market has been doing. we are watching after the bell for those three. back to you guys. >> yes, we are. thank you, mandy. see you later. heading toward the close, 15 minutes left. look at this, down just 68 points. what do you think? can we go neutral here at the close? >> maybe, we'll see. that's why you've got to stay all the way to the end of the show and watch. >> you're supposed to make the prediction here. >> yes, yes. major arverages are on track fo the
i wonder if ron johnson wants a job. let's take a look at ibm. big dow component and has been facing more and more competition in its space lately. analyst estimates call for $3.05 here. that is for eps. that is up about nearly 10% from a year ago. revenue expected to come in around $24.7 billion. a little change from last year. this has, however, beat every quarter for the past four quarters. as for the stock, well, it hasn't been that different from the broader market. rising, as we can see,...
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Apr 25, 2013
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jcp, which has been beaten down in recent quarters and recently saw the departure, maria, of ceo ron johnson amid disappointing results. could be a big vote of confidence coming from a highly respected investor. we'll be getting more details as soon as possible. >> kate, thank you so much. the stock is moving for sure on this news. and we immediately saw the stock take off, as soon as that s.e.c. file crossed. let's get more now on amazon earnings, as we spoke with earlier, r.j. hadevi. he's with me again from morning star. also with me is aaron kessler from raymond james. aaron, let me kick this off with you since r.j. and i have been discussing this. what was your take on the amazon quarter? >> the numbers look fine. i would say revenues looked a little light, and same with the guidance for q2, although some of that may have been affect from japan, a big part of amazon. operating income was better, did about $448 million of operating income, above the high end of guidance at $350. a little slower revenue growth, but better operating income, so starting to see the margins improve for amazon
jcp, which has been beaten down in recent quarters and recently saw the departure, maria, of ceo ron johnson amid disappointing results. could be a big vote of confidence coming from a highly respected investor. we'll be getting more details as soon as possible. >> kate, thank you so much. the stock is moving for sure on this news. and we immediately saw the stock take off, as soon as that s.e.c. file crossed. let's get more now on amazon earnings, as we spoke with earlier, r.j. hadevi....
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Apr 5, 2013
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ceo ron johnson calls the launch pivotal. mentions the home launch almost in the same breath as the joe fresh launch, which we talked about that happened earlier in the month of march. that was more koocoordinated. home starting to launch today in several hundred stores. by the end of may it will be launched everywhere. that's when we really get to see how much it's going to help traffic and sales and many home this is going to be it. if it's not, i don't know what they do next. >> great point. not just today. for the mon. some people are beginning to place bets here. we'll see. >> thank you. >> dow is finally down less than triple digits, down some 99 points. facebook unveiling the latest attempt to monettize mobile. we'll talk to the first person to speak with mark zuckerberg. first, rick santelli with a great exchange in the last hour. hey, rick. >> yes, we're going to have four minutes. one economist. and we're going to try to debunk of course that the sequestration may be added to the weakness in this report or the payro
ceo ron johnson calls the launch pivotal. mentions the home launch almost in the same breath as the joe fresh launch, which we talked about that happened earlier in the month of march. that was more koocoordinated. home starting to launch today in several hundred stores. by the end of may it will be launched everywhere. that's when we really get to see how much it's going to help traffic and sales and many home this is going to be it. if it's not, i don't know what they do next. >> great...
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Apr 5, 2013
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pfizer, abbott, johnson, that's 16, 17, 18% up this year. they can still run. you want to go health care and you want to go industrials. these are these u.s. global gorillas. you want to get exposure to the growth inside the united states and outside -- >> even though manufacturing jobs declined in this country in march, surprisingly? >> bill, why have the prop market doubled? profits have doubled. why have they doubled? interest rates have been low, labor costs have been low, and the dollar's been low. we think we may be entering a multi-year period of dollar strength, so you want to take that into account. mexico and japan are doing structural reform. it's going to motivate the united states. mark my words, the united states is going to copy them, if even mexico, since 1927, they've had oil nationalized. they're going to let farmers in there. and if even japan, which has been a nightmare for 23 years, can change things, the united states is going to do things and we're going to blow them away. >> and mexico's an enormous story, i agree with you. a lot of mone
pfizer, abbott, johnson, that's 16, 17, 18% up this year. they can still run. you want to go health care and you want to go industrials. these are these u.s. global gorillas. you want to get exposure to the growth inside the united states and outside -- >> even though manufacturing jobs declined in this country in march, surprisingly? >> bill, why have the prop market doubled? profits have doubled. why have they doubled? interest rates have been low, labor costs have been low, and...
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Apr 4, 2013
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johnson's job even more tenuous? >> i have to think so. >> yeah. >> he spent money buying their stock and positioning them. it seems tenuous already, actually. >> pops and drops, big movers of the session. we kick it off as a pop for macy's, up 2%, karen. >> on the flip side. what an outstanding company this is. i don't know why it was up necessarily today. but even here not expensive. >> terra data down 7%. >> morgan stanley took it off their best ideas list. awful now for a while. traded 17 times normal value. they're no one-day event. but for the first time in a while it might be interesting in the next couple days. drop in pioneer natural resource. >> both getting cracked today. it's the 130th most shorted stock in the s&p 500. and those shorts were feasting on it today, down like you say about 3%. >> pop here for valero, up 2%. grasso? >> panda. just kidding. a bunch of headwinds. ethanol credits, sulfur parts per million, the wti brent spread has been coming in. i sold the name. i think it's out of gas right no
johnson's job even more tenuous? >> i have to think so. >> yeah. >> he spent money buying their stock and positioning them. it seems tenuous already, actually. >> pops and drops, big movers of the session. we kick it off as a pop for macy's, up 2%, karen. >> on the flip side. what an outstanding company this is. i don't know why it was up necessarily today. but even here not expensive. >> terra data down 7%. >> morgan stanley took it off their best...
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Apr 3, 2013
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filing jcpenney's say johnson's pay package included commuting on a private jet. take a look at reaction -- we'll keep an eye on the reaction today. >>> obama administration pushing u.s. banks to make more home loans to people with weaker credit. sounds like stories of the past. "the washington post" reports the president's economic advisers say the housing market is leaving too many behind as it rebounds especially young people looking to buy their first home and those whose credit reports were hurt by the recession. housing officials are urging they won't face penalties to people who later default. it opens the door to risky lending that led to the housing crisis in the first place. the same is happening here in britain. >>> bp put its wind power business up for sale. the unit is worth $1.5 billion is a retreat from alternative energy to focus on core oil and gas operations. wind power is one of the largest renewable businesses and bp is among the largest u.s. wind generators. shares are just fractionally higher in london today. that's outperforming the market.
filing jcpenney's say johnson's pay package included commuting on a private jet. take a look at reaction -- we'll keep an eye on the reaction today. >>> obama administration pushing u.s. banks to make more home loans to people with weaker credit. sounds like stories of the past. "the washington post" reports the president's economic advisers say the housing market is leaving too many behind as it rebounds especially young people looking to buy their first home and those whose...
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Apr 8, 2013
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allen johnson saying ellison's perennial place among the top-paid ceos suggest a couple of things and first, the fact that he's the founder of the company and second of all, his board is weak. he's outpacing the second highest ceo, aca by $60 million. breaken pulled out $68 million and he -- and mark parker of nike at 35.2 and then philippe dumond who took a $20 million pay cut from last year and he earned 33.4 million this year. keep in mind, while regulators and the public tend to figure out pays including starbucks' howard schultz occupy five of the top ten slot. in fact, the only financial ceo to break the top ten is ken shut of american express. in the last four years pay for performance has become a mantra among shareholders and last year, median compensation was up 3%, not unlike the average firms increase in net revenue and the median total return up 17%. and aaron boyd says finally this suggests that boards are getting the message. >> companies are starting to adjust to say on pay and are making a concerted effort to align the pay that they're giving to their executives with
allen johnson saying ellison's perennial place among the top-paid ceos suggest a couple of things and first, the fact that he's the founder of the company and second of all, his board is weak. he's outpacing the second highest ceo, aca by $60 million. breaken pulled out $68 million and he -- and mark parker of nike at 35.2 and then philippe dumond who took a $20 million pay cut from last year and he earned 33.4 million this year. keep in mind, while regulators and the public tend to figure out...
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Apr 30, 2013
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look, the great anomaly, of course, is my absolute favorite stock of the moment which is johnson & johnson. this fellow comes in, gorski, how about the diaspora of j & j. did you see that? >> i did. >> i think it was up over 50% this year if i'm not mistaken. if someone wanted to take it over it would have been a smart move. >> by the old management team they're all out and the chairman at avon. >> i do think they're combinations of yield. i heard barbara ryan won yesterday. she's always fabulous on scott wapner's judges' show. merck is a great company that can restructure and has a lot of things in the pipe. this group is charmed. the stock market is not a hall of justice. it is not a jury that tries to get at the truth. the stock market embases what's hot, it always has. >> you called it a harsh judging machine the other day when it came to apple. >> yes. >> i know many people think it's like law and order and you get in front of a judge and the right thing happens and you're on thin ice. >> it's more what's working now as mark haines used to say about you. >> they're stocks that you may
look, the great anomaly, of course, is my absolute favorite stock of the moment which is johnson & johnson. this fellow comes in, gorski, how about the diaspora of j & j. did you see that? >> i did. >> i think it was up over 50% this year if i'm not mistaken. if someone wanted to take it over it would have been a smart move. >> by the old management team they're all out and the chairman at avon. >> i do think they're combinations of yield. i heard barbara ryan...
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Apr 29, 2013
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. >> craig johnson of piper jaffray. are you also a skeptic, guy adami, of the technology sector? >> the technology sector? a little bit. i thought it was interesting. he mentioned ford, and i don't see that in the charts but what i do see that's interesting, the autos, and we talked about it a week and a half two, weeks ago-s toyota motors, who i think made another 52-week high today. if you believe the weakness in the general is going to continue, which sort of do believe, i do think the best way to play it is with tm. >> pops and drops. the big movers of the session. we kick it off way pop for deere, up 4%. tim. >> the other part of this rally over the last couple of days has been materials pl deere more or less has caught a dip where caterpillar sees -- 13% off its lows, recent lows. i think you play this to 95 and i think you pull. >> drop for las vegas sands down 1%, pete. >> a lot of this coming off the change of the -- a lot of concerns about that. but the stock rallied off that and you look at the may 60 calls. extremely active today. i actually think this is a buying opp
. >> craig johnson of piper jaffray. are you also a skeptic, guy adami, of the technology sector? >> the technology sector? a little bit. i thought it was interesting. he mentioned ford, and i don't see that in the charts but what i do see that's interesting, the autos, and we talked about it a week and a half two, weeks ago-s toyota motors, who i think made another 52-week high today. if you believe the weakness in the general is going to continue, which sort of do believe, i do...
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Apr 26, 2013
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. >> if ron johnson won't wear the clothes from jcpenney -- >> i didn't know that. >> ron johnson, rumor has it won't wear the clothes from jcpenney. he would keep a closet in his office and change into it before a big company meeting. >> so you would thipg think that george soros is not looking at the strategy been he's looking at some inherent value, right? >> right. >> amazon under pressure this morning. the company's shares are falling. mark ma haney covers the company for rbc markets. it's down. is this a time if you like it to get in, mark? or was there something troubling in the report? >> this is what i call a push quarter. the over/under here was whether they would hit 30% unit growth and they hit 30% unit growth. we would be buyers on that kind of weakness. back up the truck price and probably more for us, maybe 230, 240. >> don't you prefer to jump besos at this point? if he were to do something and i were a shareholder, which i'm not, but if i were, i would say, you know, jeff, do what you need to do. in terms of building expansion, centers, who at this point would second-gue
. >> if ron johnson won't wear the clothes from jcpenney -- >> i didn't know that. >> ron johnson, rumor has it won't wear the clothes from jcpenney. he would keep a closet in his office and change into it before a big company meeting. >> so you would thipg think that george soros is not looking at the strategy been he's looking at some inherent value, right? >> right. >> amazon under pressure this morning. the company's shares are falling. mark ma haney...
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Apr 10, 2013
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. >> then earnings analyst has spoken to the returning jc penney ceo mike ullman after ron johnson's abrupt exit this week and now we'll be the first to talk to that analyst and foin out what ullman could have up his sleeve for the retailer. >> plus television over the air and cable versus over the web. that is heating up. first on cnbc we'll have the ceo of roku. >> we should note that kayla tausche is joining us for the next hour. >> i should note that wasn't written in the prompter. that was your own volition. >> will you talk about banks and mobile banking. >> that's right. >> a lot of concerns there. >> exactly right. you shift to the mobile banking and you shift away from doing stuff in person, is your money safe? what the risks are and how you can be safer. >> that's ahead. let's dive, meanwhile straight into those markets. the s&p hit arth record intraday high, if you are just joining us this after the fed released its minutes early due to a leak early this afternoon. the big question, will they end qe sooner and as early, possibly in this summer. global investors which has r
. >> then earnings analyst has spoken to the returning jc penney ceo mike ullman after ron johnson's abrupt exit this week and now we'll be the first to talk to that analyst and foin out what ullman could have up his sleeve for the retailer. >> plus television over the air and cable versus over the web. that is heating up. first on cnbc we'll have the ceo of roku. >> we should note that kayla tausche is joining us for the next hour. >> i should note that wasn't written...
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Apr 12, 2013
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but has janet jones and wayne gretzky's daughter dating dustin johnson. big long swing. hits it so far. >> you know the gretzkys. >> my comment was i remember wayne's family from playing in celebrity tournaments 12 years ago and she was like a little 10-year-old cute little blonde girl. >> with braces, right? >> with braces. next thing you know, people are following her -- schactman is probably in the bushes. >> trying to jump out. >> janet gretzky won the michael jordan tournament. she's a good golfer too. really nice people. >> time goes by. >> it does. that's the point. it is financial literacy month. you also teach. >> i do. >> as you said, grades are for sale where you are. >> not at all. we believe in academic integrity. i'm a tough grader. >> how would you grade this show? >> a-plus. >> do you have something we can hang the hat on? it's important. i don't see a lot of it. we need a whole month to try to help. >> yeah. i think to me the big issue i continue to focus on, joe, is china. not just emerging power but transitioning power moving from one model that's work
but has janet jones and wayne gretzky's daughter dating dustin johnson. big long swing. hits it so far. >> you know the gretzkys. >> my comment was i remember wayne's family from playing in celebrity tournaments 12 years ago and she was like a little 10-year-old cute little blonde girl. >> with braces, right? >> with braces. next thing you know, people are following her -- schactman is probably in the bushes. >> trying to jump out. >> janet gretzky won the...
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Apr 1, 2013
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hp, american express, travelers, johnson & johnson and pfizer. u.s. equity futures this morning, if you've been keeping track of what's been happening, you're going to see right now that those indexes are indicated slightly lower. dow futures down by about 15 points. s&p futures off by about 3 points. the major markets in europe are closed for easter monday. that's why we are lucky enough to see kate and brian hanging around with us this morning. we had some markets in asia that were closed, including hong kong and australia. andrew, things are open here and we are ready to go. >> we don't get a long enough weekend, i guess. >> but they have good friday off, too? >> they do get good friday off. they get christmas, they get boxing day, they get a lot of things going on. >> that sounds like something we could do here easter monday. it's easter monday here, too, isn't it? >> technically, it is. >> i keep getting all this e-mail from people, it's not april fools' day, it is joe biden day? what does that mean? >> somebody has your number, eh? >> i didn't k
hp, american express, travelers, johnson & johnson and pfizer. u.s. equity futures this morning, if you've been keeping track of what's been happening, you're going to see right now that those indexes are indicated slightly lower. dow futures down by about 15 points. s&p futures off by about 3 points. the major markets in europe are closed for easter monday. that's why we are lucky enough to see kate and brian hanging around with us this morning. we had some markets in asia that were...
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i think on the day where johnson promised our courtney reagan the comps would go positive this year. you see that as likely? >> it's possible for the back half. there was a big story today in women's wear where they were touting their back to school strategies. i think they're looking at that as really their opportunity to turn comps back into positive territory. it's upon. i don't think we're going to see a positive double digit comp which is what we would need to, again, get them back in a positive earnings territory. i do think we can see them positive. >> people -- it's hard to even think about the amount of business they've lost and what a long road it t will be to get even some of that back. liz, thanks so much for your time. good to see you again. >> thanks for having me. >> liz dunn. >>> when we come back, another member of jamie dimon's inner circle leaving jpmorgan for one of the giant's clients. we will tell you what it means. >>> and rick santelli talking jobs later on with our friend charles petererman. >> yes, we're going to try to get a beat on the economy. we will dis
i think on the day where johnson promised our courtney reagan the comps would go positive this year. you see that as likely? >> it's possible for the back half. there was a big story today in women's wear where they were touting their back to school strategies. i think they're looking at that as really their opportunity to turn comps back into positive territory. it's upon. i don't think we're going to see a positive double digit comp which is what we would need to, again, get them back...
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Apr 26, 2013
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you know ceo ron johnson is no longer with the company. and board member steven ross filled up nearly half of his company's stake in the retailer. he remains on the board, so that was unnerving to the markets, of course, to have a board member say forget it and sell off 50% of that stake. there's other issues going on so there's some wording if it has more to do with that. still, it's exactly, i think, what jcpenney was hoping to have, a vote of confidence from someone like george soros that is very respected in the wall street community. >> now they need better products, pricing and execution. >> there is that. >> courtney, thanks so much. great to see you this morning. >> did a lot of study on that. still to come, the nasdaq and s&p 500 look to extend their winning ways to 600 if they can. we'll preview the trading day when we come back. welcnew york state, where cutting taxes for families and businesses is our business. we've reduced taxes and lowered costs to save businesses more than two billion dollars to grow jobs, cut middle class
you know ceo ron johnson is no longer with the company. and board member steven ross filled up nearly half of his company's stake in the retailer. he remains on the board, so that was unnerving to the markets, of course, to have a board member say forget it and sell off 50% of that stake. there's other issues going on so there's some wording if it has more to do with that. still, it's exactly, i think, what jcpenney was hoping to have, a vote of confidence from someone like george soros that is...
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Apr 5, 2013
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the struggle b department store opens its first home goods boutique which is something ceo ron johnson said it key to its turn around efforts. they'll be anchored by companies like jonathan add letter and michael graves. jcpenney's will only be able to sell some martha stewart branded products, as well. the two retailers have until monday to settle that case or it will head back to court. jcpenney's is responding up 4.48%. >>> the chairman of the board has resigned, coming under fire for his role. to other board members who barely kept their seats but are leaving, activist investor ralph whitworth, he joined hp in 2011 when meg whitman became the ceo. hp stock in frankfurt barely moving. >>> straight ahead on the program, the countdown is under way for, yes, the all-important jobs report. we'll tell you what to look out for when we come back. we'll leave but a look at how futures are trading ahead of the open. it is red arrows. >>> ike ross westgate. >> and i'm kelly evans. >> billionaire investor george soros warnings about the monetary boost. he says it could turn the yen's fall into
the struggle b department store opens its first home goods boutique which is something ceo ron johnson said it key to its turn around efforts. they'll be anchored by companies like jonathan add letter and michael graves. jcpenney's will only be able to sell some martha stewart branded products, as well. the two retailers have until monday to settle that case or it will head back to court. jcpenney's is responding up 4.48%. >>> the chairman of the board has resigned, coming under fire...
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Apr 2, 2013
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so we have a narrow leadership mostly concentrated in stocks like johnson & johnson and procter & gamble. in other words, consumer stocks. >> marc, ge was about 21 in november. it's 23 -- it's near its highs. y feel like you've made a number of different arguments and i want to come back to the u.s. market itself because the idea that the emerge markets are lagging and europe, we know, one would argue that the economic fundamentals in the united states are simply better, hence, why it is a place to invest right now given the multiple, given the prospect of earnings growth. clearly, you don't believe that's the case. >> well, the earnings are here and citing the official figures for operating earnings by standard & poor's. they peaked out in the second quarter of 2012 at $25.43. in the first quarter of 2012 they were at $23.16. in other words, they were down 9% from the peak in the second quarter and given the poor outlook in europe and the slowdown in emerging economies which has been confirmed by companies like caterpillar and mcdonald's, i would say that the revenues would continue to
so we have a narrow leadership mostly concentrated in stocks like johnson & johnson and procter & gamble. in other words, consumer stocks. >> marc, ge was about 21 in november. it's 23 -- it's near its highs. y feel like you've made a number of different arguments and i want to come back to the u.s. market itself because the idea that the emerge markets are lagging and europe, we know, one would argue that the economic fundamentals in the united states are simply better, hence,...